Richard S. Kahler
KAHLER FINANCIAL GROUP
RAPID CITY, SD 57701
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CRD#: 1072338
Professional summary
Richard Steven Kahler, CFP®, who also goes by Rick Kahler, is a registered financial advisor currently at KAHLER FINANCIAL GROUP, INC. located in Rapid City, South Dakota.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Richard has worked at 5 firms and has passed the Series 63, Series 7, Series 6, Series 22, Series 24 and Series 39 exams.
Biography
Rick Kahler, MS, CFP, MSFP, CFT-1, CCIM is co-author of four books on the psychology of money: Conscious Finance (FoxCraft, Inc., Second Edition 2007), The Financial Wisdom of Ebenezer Scrooge (HCI, 2006), Facilitating Financial Health (NUCO, 2016 2nd Ed.) and Wired For Wealth (HCI 2009). Rick has been a columnist for 28 years for several South Dakota newspapers and is the author of hundreds of articles and whitepapers.
Rick has served on several national boards and is a founding board member and past Chair of the Financial Therapy Association. He is on the faculty at Golden Gate University where he serves as a Distinguished Adjunct Professor and instructs the Facilitating Financial Health graduate course.
In 2019, he was named as one of the financial planning professions “Innovators” by InvestmentNews. In 2018, Rick received the Insiders Forum Iconoclast Award for his groundbreaking work in financial therapy. In 2017 and again in 2019, Investopedia.com named Rick one of the top 100 Most Influential Financial Advisors. In 2012, InvestmentNews named him one of the top 15 financial advisors to follow on Twitter. In 2009, BusinessWeek named him one of the top 15 most experienced planners in the nation.
Rick graduated from the American College, Bryn Mawr, PA, in 1988, earning the Chartered Financial Consultant (ChFC) degree. In 1984, he was admitted to the Registry of Financial Planning Practitioners by the International Association of Financial Planners. He obtained his master’s degree in personal financial planning in 1999. He became a Certified Financial Therapist-Level 1 practioner in 2019.
Question & Answer
What are your service offerings?
Budgeting
Debt Management
Business Succession Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
High Net Worth Client Needs
Investment Advice with Ongoing...
Real Estate Investments
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
Rick Kahler
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
RICHARD S. KAHLER LEGACY TRUST; NOT INVESTMENT-RELATED; 1010 9TH STREET, SUITE 1RAPID CITY, SD 57701; INVESTMENT TRUSTEE; JAN 2020; APPROX. 5 HRS/MO DURING TRADING; MANAGEMENT OF TRUST BUSINESS. LEGACY ENTERPRISES, LLC; NOT INVESTMENT-RELATED; 1010 9TH STREET, SUITE 1 RAPID CITY, SD 57701; HOLDING COMPANY; MANAGER; 2 HRS/MO DURING TRADING HOURS/MO; MANAGER. FIRST FINANCIAL SYSTEMS, 5830 WILDWOOD DR, RAPID CITY, SD 57702, COMMERCIAL APPRAISER AND REAL ESTATE BROKERAGE COMPANY (INACTIVE) SINCE 1975, 0 HRS MO/ALL SECURITIES HOURS. ADVANCED WELL-BEING, LLC, NON-INVESTMENT RELATED, FINANCIAL THERAPY, 5 HOURS MO/ALL SECURITIES HOURS. MONTANA INVESTORS, LLC,NON-INVESTMENT RELATED, 5830 WILDWOOD DR, RAPID CITY, SD 57702,PROPERTY MANAGEMENT, MANAGER, 11/24/1993, 2HRS/MO/ALL SECURITIES HRS. FIRST AMERICAN TRUST, NON-INVESTMENT RELATED, 1010 9TH ST. RAPID CITY, SD 57701, LIVING TRUST, TRUSTEE,11/20/2002, 2HRS/MO/ALL SECURITIES HRS., PERSONAL LIVING TRUST. CONSCIOUS FINANCE LLC,NON-INVESTMENT RELATED, 1010 9TH STREET, RAPID CITY, SD 57701, PUBLISHING COMPANY, WRITING/SPEAKING SINCE 2004, 0 HOURS MO/ALL SECURITIES HOURS. KENSINGTON HEIGHTS LLC,NON-INVESTMENT RELATED, 5830 WILDWOOD DR, RAPID CITY, SD 57702, LAND DEVELOPMENT SINCE 2004, 0.50 HOURS MO/ALL SECURITIES HOURS. BAKEN PARK PROFESSIONAL BUILDING, LLC, NON- INVESTMENT RELATED, 20140 WEST MAIN ST., RAPID CITY, SD, 57702, PROPERTY, MANAGER,1/3/2003, 0.50 HRS/MO/SECURITIES HRS, QUARTERLY MEETINGS. 1010 LLC, NON-INVESTMENT RELATED, 1010 9TH STREET, RAPID CITY, SD 57701, PROPERTY, MANAGER, 1/19/2005, 0.50 HRS/MO/SECURITIES HRS, ANNUAL MEETING. GOD'S KIDS, LLC, NON-INVESTMENT RELATED, 5830 WILDWOOD DRIVE, RAPID CITY, SD 57702, OUTDOOR ADVERTISING, MANAGER, 6/23/1995, 0.10 HRS/MO/SECURITIES HRS, ANNUAL MEETING SPEARFISH PROPERTIES, LLC, NON-INVESTMENT RELATED, 1010 9TH ST. RAPID CITY, SD 57701, PROPERTY, MANAGER, 12/12/2007, 0.10 HRS/MO/SECURITIES HRS, ANNUAL MEETING SOUTH ELM DEVELOPMENT, LLC, 5830 WILDWOOD DR, RAPID CITY, SD 57702, PROPERTY, MANAGER, 1/1/2000, 0.10 HRS/MO/SECURITIES HRS, ANNUAL MEETING WELMAR, LLC, NON-INVESTMENT RELATED,1010 9TH ST. RAPID CITY, SD 57701, PROPERTY, MANAGER,1/1/1996, 0.10 HRS/MO/SECURITIES HRS, ANNUAL MEETING FIDELITY NATIONWIDE FUNDING AND ESCROW CORP, NON-INVESTMENT RELATED,5830 WILDWOOD DR, RAPID CITY, SD 57702, CLERICAL, PRESIDENT, 4/6/1998, 0.10 HRS/MO/SECURITIES HRS, ANNUAL MEETING FIRST AMERICAN FUNDING AND MORTGAGE CORP, NON-INVESTMENT RELATED, 5830 WILDWOOD DR, RAPID CITY, SD 57702,HOLDING COMPANY, PRESIDENT, 12/22/1989, 0.10 HRS/MO/SECURITIES HRS, ANNUAL MEETING WESTERN FIDELITY CORPORATE SERVICES, CORP., NON-INVESTMENT RELATED,1010 9TH ST. RAPID CITY, SD 57701,SHELL, PRESIDENT, 10/13/1993, 0.10 HRS/MO/SECURITIES HRS, TRANSFERS FFS HIGHLANDER TRUST 2007, NON-INVESTMENT RELATED, 1010 9TH ST. RAPID CITY, SD 57701, HOLDING TRUST, TRUSTEE, 3/14/2007, 0 HRS.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Steven Kahler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1983
Experience
Current
July 20, 1988 - Present
KAHLER FINANCIAL GROUP, INC.
Office #1: 1010 9th Street, Suite 1, Rapid City, SD 57701RIA
CRD#: 124042
RAPID CITY, SD
Current
September 12, 2025 - Present
Office #1: 1010 9th Street Suite 1, Rapid City, SD 57701
Rapid City, SD
Past
August 23, 1993 - December 31, 1994
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
February 20, 1990 - December 31, 1992
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
July 20, 1988 - December 31, 2002
KAHLER FINANCIAL GROUP, INC.
RIA
CRD#: 124042
RAPID CITY, SD
Past
December 10, 1986 - February 4, 1988
FULLERTON & ASSOCIATES INC.
BD
CRD#: 10703
RAPID CITY, SD
Past
November 9, 1982 - December 31, 1989
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BD
CRD#: 5774
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KAHLER FINANCIAL GROUP, INC.
BUSINESS SERVICES CORPORATION | KHALER FINANCIAL GROUP | KAHLER FINANCIAL GROUP, LLC | KAHLER FINANCIAL GROUP, INC. | KAHLER FINANCIAL GROUP | BUSINESS SERVICES, INC.
CRD#: 124042 / SEC#: 801-62099
RIA
Registered Investment Advisory firm - (6/5/2003 Approved)South Dakota
Registered Investment Advisory firm - (1/19/2005 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
South Dakota(7/20/1988)
IAR
Texas(1/25/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
KAHLER FINANCIAL GROUP, INC.
BUSINESS SERVICES CORPORATION | KHALER FINANCIAL GROUP | KAHLER FINANCIAL GROUP, LLC | KAHLER FINANCIAL GROUP, INC. | KAHLER FINANCIAL GROUP | BUSINESS SERVICES, INC.
CRD#: 124042 / SEC#: 801-62099
RIA
Registered Investment Advisory firm - (6/5/2003 Approved)South Dakota
Registered Investment Advisory firm - (1/19/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1010 9th Street Suite 1, Rapid City, SD 57701
Mailing Address
Phone number
(605) 343-1400
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 537 |
| AUM (Assets Under Management) | $ 173,896,900 |
Red Flags
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Company Information
KAHLER FINANCIAL GROUP, INC.
CRD#: 124042Rapid City, SD 57701TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
